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Arkadios Wealth Advisors’s AvePoint AVPT Stock Holding History

Arkadios Wealth Advisors’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,211
Closed -$10K – 663
2021
Q3 		$10K Hold
1,211
– – ﹤0.01% 1429
2021
Q2 		$14K Buy
+1,211
New +$13.2K ﹤0.01% 1417

Other funds holding AVPT

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Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BL
BWCP LP Dallas, Texas $700M AUM 41.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arkadios Wealth Advisors's AVPT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of AvePoint (AVPT) in Q4 2021, closing a stake of 1,211 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in AVPT in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 78 funds tracked by Wall St. Rank hold AVPT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining AvePoint position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,211 AvePoint shares in Q4 2021, an estimated $10K.
  • Arkadios Wealth Advisors first reported a position in AvePoint in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's AvePoint position peaked at $14K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held AvePoint as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.